ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.55B
AUM Growth
-$652M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$35.8M
3
+$25.3M
4
MCD icon
McDonald's
MCD
+$15.6M
5
RTX icon
RTX Corp
RTX
+$10.5M

Top Sells

1
+$60.7M
2
+$26.8M
3
+$12.5M
4
SBUX icon
Starbucks
SBUX
+$12M
5
LRCX icon
Lam Research
LRCX
+$11.6M

Sector Composition

1 Technology 16.69%
2 Financials 15.31%
3 Healthcare 14.68%
4 Consumer Staples 10.91%
5 Industrials 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.6M 0.65%
899,160
+46,677
52
$42.5M 0.65%
822,802
+144,845
53
$42.2M 0.64%
519,712
+32,583
54
$41.8M 0.64%
194,353
+8,507
55
$39.7M 0.61%
251,318
+15,778
56
$38.6M 0.59%
610,288
+28,777
57
$37.4M 0.57%
134,844
+3,021
58
$37.4M 0.57%
451,638
-36,282
59
$37.2M 0.57%
570,041
+29,844
60
$36.2M 0.55%
256,545
+253,280
61
$35.2M 0.54%
568,942
+31,470
62
$33.3M 0.51%
991,616
+52,649
63
$32.9M 0.5%
366,492
+21,138
64
$32.7M 0.5%
874,754
+49,034
65
$32.2M 0.49%
770,927
+42,183
66
$32.2M 0.49%
368,002
+22,585
67
$31.4M 0.48%
752,712
+36,266
68
$31.3M 0.48%
102,958
+32,262
69
$28.7M 0.44%
88,556
+21,930
70
$28.3M 0.43%
1,092,236
+46,998
71
$27.4M 0.42%
344,590
+19,329
72
$26.7M 0.41%
278,646
+14,079
73
$26.5M 0.4%
164,191
+6,363
74
$23.3M 0.36%
155,412
+22,633
75
$23.2M 0.35%
149,438
+8,368
1 2
3
4 5